Directory - Upload Entity Member Documents

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Directory - Upload Entity Member Documents

Directory - Upload Entity Member Documents

Once you add a Directory Entity and connect a Member to the Entity, you are able to upload documents specific to the member and entity connection.

Step 1:

On your home screen click on the "Directory" tab, then click on "Entities" from the drop-down to navigate to the Directory Member table.

image shows directory tab

Step 2:

Locate the Entity that the member has a connection to. Once you find the Entity, click on the "Entity Member Documents" button in the Actions column.

image shows entity documents tab

Step 3:

Click the "Add Document" button.

image shows add document

Step 4:

Select the appropriate Member.

Verify the Document Type.

Select the file by selecting the Browse button.

You can enter an expiration date if applicable.

Click the "Save" button once all required fields and entered.

image shows member and document type fields

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